 AIR PRODUCTS AND CHEMICALS IAPD |
| 18.95% | 12.01% | $4.1M | 13,674 | $3.8M | 14,791 | -1,117-7.55% | Reduce |
 DEERE & CODE |
| 17.93% | 12.61% | $3.9M | 9,234 | $4.0M | 10,725 | -1,491-13.90% | Reduce |
 CHUBB LIMITEDCB |
| 10.97% | 7.45% | $2.4M | 8,173 | $2.4M | 9,286 | -1,113-11.99% | Reduce |
 HUNT J B TRANS SVCS INCJBHT |
| 9.18% | 6.48% | $2.0M | 11,447 | $2.1M | 12,871 | -1,424-11.06% | Reduce |
 T-MOBILE US INC COMTMUS |
| 8.63% | 5.7% | $1.9M | 8,984 | $1.8M | 10,276 | -1,292-12.57% | Reduce |
 BALL CORPBALL |
| 8.27% | 5.53% | $1.8M | 26,161 | $1.8M | 29,304 | -3,143-10.73% | Reduce |
 TEXAS INSTRS INCTXN |
| 7% | 8.42% | $1.5M | 7,279 | $2.7M | 13,764 | -6,485-47.12% | Reduce |
 DOW HLDGS INC COMDOW |
| 6.91% | 5.22% | $1.5M | 27,183 | $1.7M | 31,259 | -4,076-13.04% | Reduce |
| CCARMAX INCKMX |
| 6.34% | 4.7% | $1.4M | 17,614 | $1.5M | 20,373 | -2,759-13.54% | Reduce |
 CORTEVA INC COMCTVA |
| 5.52% | 4.11% | $1.2M | 20,180 | $1.3M | 24,228 | -4,048-16.71% | Reduce |
 CANNAE HLDGS INCCNNE |
| 0.31% | — | $66,500 | 3,500 | $0 | 0 | +3,500 | New Buy |
